Prof G Markets breaks down the news that’s moving the capital markets, helping you build financial literacy and security. Join Scott Galloway and Ed Elson every weekday for no mercy, no malice insight on high flying stocks, booming sectors, and master of the universe CEOs. Like it or not, we live in a capitalist society. The key to navigating it? Talk about money. New episodes every Monday through Friday. Part of the Vox Media Podcast Network. Have a question or comment for us? Reach out to ...
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Financial Security Podcasts
Host Jill Schlesinger, CFP®, tackles sometimes uncomfortable and even controversial money and investing issues, without the financial jargon, to get to the heart of what’s important for anyone to know. Jill takes listener phone calls and interviews informative and entertaining guests each week to uncover surprising insights and provide actionable information so you can make the most of your money. Have a question you want us to answer on the show? Head to Jillonmoney.com and click the "Conta ...
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Helping listeners achieve financial freedom sooner rather than later. Financial Samurai is America's number one personal finance blog and podcast helping you make more money, save more money, and live the life that you truly want.
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Get the edge with Hidden Forces where media entrepreneur and financial analyst Demetri Kofinas gives you access to the people and ideas that matter, so you can build financial security and always stay ahead of the curve.
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Ken Tumolo and his son Nick Tumolo join you on the Tumolo Financial Radio to offer solutions and strategies for your retirement needs. With decades of financial experience, Ken and Nick offer tax recommendations, Social Security maximization, wealth management, retirement income planning and much more.
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Joshua J Sheats, MSFS, CFP, CLU, ChFC, CASL, CAP, RHU, REBC is a financial planner who teaches people how to live a rich life now while building a plan for financial freedom in 10 years or less. He mixes creative approaches to lifestyle design, deep-dive financial planning techniques, and hard-core business strategy to equip you with the knowledge and inspiration you need to build financial independence.
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Making fun of finance. A "Top 10 Personal Finance Podcast" and "Top 12 Retirement Podcast" (US News & World Report, 2023). One of the "10 Best Personal Finance YouTube Channels" (CardRates, 2023). "Best Retirement Podcast With Humor" (FIPhysician, 2020, 2021, 2022, 2023). Learn strategies that can help you retire successfully. Financial advisor Joe Anderson, CFP® and certified public accountant Big Al Clopine, CPA answer your money questions and spitball on your 401k, IRA, Roth conversions a ...
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A podcast about the global securitization markets from GlobalCapital
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Would you like to be completely financially independent? Tune in each week to the WealthBuilders podcast hosted by Kevin Whelan & Christian Rodwell. WealthBuilders provides a proven step by step process to help our members create, build and protect their wealth by focusing on growing their assets through education, support and connections. Join our community for free at www.wealthbuilders.co.uk/membership
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This podcast will take you on a smart, direct, sometimes scary, sometimes profane, sometimes hilarious tour of the inner workings of American power and of the impact of our leaders and their policies on our standing in the world. Hosted by noted author and commentator David Rothkopf and featuring regulars Rosa Brooks of Georgetown Law School, Kori Schake of AEI, and Ed Luce of the Financial Times, the program will be the lively, smart dinner table conversation on the big issues of the day th ...
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Jake Voll brings security industry professionals together to discuss best practices, challenges, and opportunities.
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Discover stories from real people who are living out their definition of a secure retirement.
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Artificial Intelligence Podcast: ChatGPT, Claude, Midjourney and all other AI Tools
Jonathan Green : Artificial Intelligence Expert and Author of ChatGPT Profits
Navigating the narrow waters of AI can be challenging for new users. Interviews with AI company founder, artificial intelligence authors, and machine learning experts. Focusing on the practical use of artificial intelligence in your personal and business life. We dive deep into which AI tools can make your life easier and which AI software isn't worth the free trial. The premier Artificial Intelligence podcast hosted by the bestselling author of ChatGPT Profits, Jonathan Green.
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Next Gen Personal Finance (NGPF) is a nonprofit committed to guaranteeing that all U.S. high school students receive a personal finance course prior to graduating. NGPF has become the number one source for over 115,000 educators looking for high-quality, engaging personal finance curriculum to equip students with the skills they need to thrive in the future. The organization invests in teacher professional development with live Virtual Professional Development, 11 Certification Courses, and ...
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Straight talk about retirement, investments and your money. The Get Ready for the Future Show is Arkansas’ longest running and most listened to financial talk show.
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The Next Five is the FT’s partner-supported podcast, exploring the future of industries through expert insights and thought-provoking discussions with host Tom Parker. Each episode brings together leading voices to analyse the trends, innovations, challenges and opportunities shaping the next five years in business, technology, health and lifestyle This content is paid for by advertisers and is produced in partnership with the Financial Times’ Commercial Department Hosted on Acast. See acast ...
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Your Best. Financial. Friends. (B.F.F.s) give you a weekly dose of personal finance stories, tips and insights. Join Trainers of The Financial Gym as they dig deep below the surface and get real about money! Along the way, they'll be joined by members of the FinGym Fam for conversations about their own journeys of financial fitness and the triumphs and tribulations along the way.
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An award-winning retirement podcast dedicated to helping you lower taxes, invest smarter, and make work optional. Do you want to avoid overpaying the IRS in retirement? Or learn how to prepare for the next stock market crash? How about when to take Social Security and how to turn your investments into reliable retirement income? Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Taylor Schulte, and I was recently named the #2 Independent Financial Advisor in the U.S. by Investopedia. Each week on t ...
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Welcome to Secured Steps, the podcast where Jeff Llewellyn of Rockwood Wealth Management helps families confidently navigate the financial planning journey for individuals with special needs. Each episode features expert insights and real conversations with advocates, professionals, and families from the special needs community—because every family deserves a secure path forward. This podcast is intended for educational purposes only and should not be construed as investment, tax, or legal a ...
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Welcome to Financially Fluent with Ray Godleski from Southeast Wealth Partners, LLC. Whether you're already retired or planning for the future, navigating financial advice can be overwhelming. This podcast cuts through the noise, bringing real insights from experts who specialize in every aspect of a successful financial plan—including how to adapt when things don’t go as expected. Join us as Ray Godleski answers audience questions and shares actionable strategies—not just empty clichés.
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Never leave money on the table. This is your shortcut to upgrading your life, money and travel—all while spending less and saving more. Get tactical moves and deep dives into designing a life you’re excited about. Host Chris Hutchins is a life hacker who has saved millions by breaking down every aspect of life and looking to maximize happiness at the lowest cost. Chris and guests like Tim Ferriss, Tony Hawk, Codie Sanchez and Gary Vaynerchuk are here to deliver smart strategies you can plug ...
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The Financial Answer is hosted by Nathan O’ Bryant, founder of O’Bryant & Associates, Inc., an investment advisory firm registered in Tennessee and Arkansas. Drawing on over 20 years of experience in financial planning, Nathan shares insights on a wide range of topics including retirement income strategies, tax planning, market trends, Social Security, portfolio management, and more. The show explores the real questions people face when planning for their financial future, offering clear exp ...
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Helping listeners within 5 years of retirement invest wiser and retire better, as we discuss key financial topics like investing, retirement planning, behavioral finance, taxes, Social Security, Medicare, and more.
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Russ “Rusty” Gloor is a member of the AMAC Foundation’s accredited Social Security Advisory staff. With each episode of “Ask Rusty” he will tell you about an actual Social Security question received at the AMAC Foundation offices. These recordings are intended for information purposes only and do not represent legal or financial guidance. They present the opinions and interpretations of the AMAC Foundation’s staff, trained and accredited by the National Social Security Association (NSSA). NS ...
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Bandhan Mutual Fund is focused on helping savers become investors and create wealth. The organization has always striven to empower everyday investors, as well as India’s financial ecosystem, through initiatives that simplify financial knowledge, helping create wealth and value through investments. Continuing the tradition of initiatives and campaigns that motivate, guide, and educate Indians about financial wisdom, we bring you Let’s Talk Macro – a podcast series to demystify relevant macro ...
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Thoughts and interviews from the financial advice industry!
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Dream Keepers Radio is dedicated to empowering gifted guardians with the knowledge and strategies to protect generational dreams. Each episode dives into the realms of financial literacy, tribal government establishments, estate planning, and asset protection, providing you with the tools to secure your family's financial future.
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What do you get when you combine two knowledgeable CFP® PROFESSIONALS (one also a well-informed COLLEGE FINANCE INSTRUCTOR)? If you mix in relevant financial information and a healthy dose of humor you get the Retirement and IRA Radio Show! JIM SAULNIER, a CERTIFIED FINANCIAL PLANNER™ Professional with Jim Saulnier and Associates who specializes in retirement planning for clients across the country, CHRIS STEIN, a Finance Instructor at Colorado State University who is also a CERTIFIED FINANC ...
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Weekly investing and financial planning guidance with Certified Financial Planners Tim Estes and Brie Reyes in Fort Worth, TX
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Want to keep up with all the news from China's business scene but short on time? Then tune into the Caixin China Biz Roundup! Each weekday, we break down the biggest developments in the Asian giant's economy, financial world and tech sphere — all in around 15 minutes! Expect to find lots of analysis and informative updates delivered in a fun, light-hearted manner. Also on our channel is the Caixin-Sinica Business Brief and China Stories, which are both produced in collaboration with SupChina ...
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Money Talks focuses on personal finance as it applies to Mississippians. In any given week, we’ll talk about anything from preparing your taxes to saving for college or investing in the stock market. Our experts, Dr. Nancy Lottridge-Anderson, President of New Perspectives and Ryder Taff, portfolio manager at New Perspectives, are both Chartered Financial Analysts and Ryder also holds the Certificate in Investment Performance Measurement from the CFA Institute. They join Kevin Farrell in the ...
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The mission of the Financial Safari is to equip you with the tools and knowledge that you need to successfully navigate through today's complex financial jungle. Each week, the hosts and guests on the show reveal the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings.
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Welcome to the Unconventional Wisdom podcast. The show that helps you achieve financial security & freedom. Insights based on in-depth experience from Canada's #1 financial planner blogger. Find out what really works. Your host, fee-for-service financial planner & tax accountant, Ed Rempel.
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Real-Life Finance by Old National Bank brings financial literacy to life with engaging discussions featuring executives, influencers, athletes, kids, and more, making finance accessible and relatable for all.
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Practical insights on money with a modern approach to building wealth. Hosted by Michael Reynolds, CERTIFIED FINANCIAL PLANNER™ (CFP®) and Principal of Elevation Financial.
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The Market Moment is an educational finance podcast for the everyday investor.
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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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Financial and retirement planning guidance from Charles Welde of CP Welde Group in Chadds Ford, PA. We'll teach you how to reduce taxes and increase income so you can have a bigger impact on your family, friends and the causes you believe in.
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This Podcast will examine ideas that impact our economy and financial system on the basis of values and ethical principles. Host: Almir Colan http://islamicfinancepodcast.com
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A monthly podcast that draws perspectives from a variety of thought leaders on key themes influencing markets, industries and the global economy today.
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Our show is all about your retirement. We cover many different topics to help you in planning for your retirement. We dive deep on different aspects that many people are unaware of so you can be informed about risks and what’s truly important when planning for your retirement. Our experienced hosts have helped many people just like you. They cover in detail everyday issues to complex matters to help bring financial clarity and confidence to their listeners. START WINNING IN RETIREMENT TODAY! ...
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Money in Motion with Klaas Financial, weekly on News/Talk 1310 WIBA
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FINRA Unscripted is the voice of the nation’s largest non-government securities regulator. We bring together FINRA leaders to discuss existing and emerging regulatory topics that impact the broker-dealer industry. We share best practices for compliance officers, insights into the operations of a 3,500 person self-regulated organization and educational tools and information for investors. Every investor in America relies on one thing: fair financial markets. That is what FINRA works every day ...
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If you are an avid follower of financial markets, stocks, or anything entrepreneurial, then The Exchange for Entrepreneurs™ podcast is your source for must-listen conversations with business leaders and influencers in capital markets. Stay informed and connected to the brightest minds in finance and public markets and benefit from the professional insights offered by our esteemed guests.
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Helping you make your money last as long as you do.
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Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial ...
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We want to help every independent agent or retirement planner be successful explaining the benefits all types of annuities - fixed indexed annuities in particular. You should walk away each time you listen with some idea that will make your next client meeting run better.
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Most nomads just relocate their hustle—freelancing, content grinding, or trading time for money on the road. We’re Tim & Carmela, the Income Investing Nomads. On Roaming Returns, we break down how to build hybrid income streams—dividends, value investing, strategic flips, and tax-smart strategies—that decouple your time from your income. So you can fund your freedom, travel full time (even in a van), and stop deferring your life. No hype. No one-size-fits-all dogma. Just real numbers, tested ...
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The fintech industry is evolving rapidly, and the BIGcast is here to delve into its impact on the credit union industry. Our esteemed guests from across the financial, technology and security sectors will provide thrilling perspectives on the latest fintech innovations that are poised to revolutionize the way we handle our finances. Each week join thought-leader, John Best and subject matter expert, Glen Sarvady as they take a quick dive into the financial industry's current breakthroughs an ...
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Housing Security: The Underappreciated Benefit of Owning In A Rising Rent World
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10:04The debate between owning and renting will go on forever — it all depends on your stage in life, finances, and lifestyle. But as you get older, one thing becomes clear: housing security matters more than ever. The last thing you want in retirement is to be forced out of your neighborhood because of rising rent. Yet as a renter, you have little cont…
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By 1310 WIBA (WIBA-AM)
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DSR Daily December 1: Netanyahu Asks for Pardon
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20:49On the DSR Daily for Monday, we discuss Benjamin Netanyahu requesting a pardon, Pete Hegseth’s potential war crimes, deadly flooding in Southeast Asia, and more. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy The DSR Network
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The Board Takes on AI With Gerard McInnis
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42:05Welcome to the Artificial Intelligence Podcast with Jonathan Green! In this enlightening episode, we delve into the strategic role AI plays in board decisions with our distinguished guest, Gerard McInnis. Gerard, a seasoned board member, offers a wealth of experience in navigating AI's impact on corporate governance and risk management. Gerard open…
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The Daily Blast: Trump’s Fury at NYT Explodes amid Fresh Concerns about Mental Decline
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18:16
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18:16President Trump dreads being seen as weak. He exploded in a long, crazed rant about a harsh new piece in The New York Times about his ongoing decline. Though the piece documented his deterioration in careful detail, Trump insisted in all kinds of ways that, no, really, he’s as physically energetic and cognitively sound as he’s ever been. We think t…
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Money & Masculinity: Scott Galloway & Ed Elson on What Defines a Man
1:19:42
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1:19:42In this special episode of Prof G Markets, Scott Galloway and Ed Elson unpack the complicated relationship between money and modern masculinity — from dating dynamics and economic anxiety to the rise of incel culture and the pressures men face to “provide.” Scott responds to viral critiques of his message, reflects on his own upbringing and addicti…
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China Shock 2.0: State Capitalism at the Frontier | Dinny McMahon
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52:58In Episode 451 of Hidden Forces, Demetri Kofinas speaks with author and long-time China analyst Dinny McMahon about the Chinese leadership's efforts to redesign China's economic model in the face of structural headwinds to growth, mounting trade barriers, and growing concerns in Western capitals about Chinese economic and military domination. The f…
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I think we have enough money but need some help convincing my wife that we're in solid shape. Have a money question? Email us here Subscribe to …
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"Every time I hear bad financial news, I panic and want to change my portfolio. How do I stop reacting emotionally to the news cycle?" We're answering YOUR questions on this week's Get Ready For The Future Show! We have a paid-off home and decent savings. Our friends mentioned getting an umbrella policy, but we don’t fully understand what it covers…
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IRMAA Brackets and QLACs: Q&A #2548
1:20:21
1:20:21
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1:20:21Jim and Chris discuss listener questions on IRMAA brackets and several QLAC topics including RMD interaction, suitability, payout values, and purchase timing. (19:30) A listener wonders if their lower 2024 income will automatically reduce their 2026 IRMAA even though it doesn’t qualify for an SS-44, or if they must contact the SSA. (25:15) George a…
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Is the housing market in a bubble that’s about to burst? With home prices up 57% nationally since 2019 — and even higher in places like Knoxville (86%) and Northwest Arkansas (84.5%) — it’s easy to wonder whether a crash is coming. In this week’s Fastest Four Minutes in Finance, Scott Inman breaks down the numbers and explains why economist Brian W…
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Google Won’t Save You, A Trust Might: Quit Begging The Public And Start Acting Like A Trustee
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43:15Send us fan responses! Tired of feeling like the public owns your time, your data, and your money? We lay out a direct path from dependency to private control by reframing wealth as a family function instead of a solo hustle. The conversation gets blunt because the stakes are high: if you stay a beneficiary, you wait for handouts; if you become a t…
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With the year coming to a close, and with all the uncertainty given the tariffs and the recent government shutdown, Black Friday seems like a good time for a heat check on where things stand in the economy. To help explain it all, we're joined by Diane Swonk, the Chief Economist at KPMG, who has always been a go-to source to make sense of short, an…
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The fourth industrial revolution is upon us in every way. Technologies, such as Artificial Intelligence, are growing up fast. So too must the humans that deploy and use it. Evolution is usually a slow process, yet businesses around the world must quickly reconfigure the way they work to gain the advantages that technology can afford. In this episod…
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132 - Nailed It or Failed It? Reviewing Our 2025 Macro Forecast
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45:34This week, we’re reviewing the 2025 macro predictions we made back in December 2024 — and the results are honestly insane. We identified nine major macro trend themes heading into 2025 (plus a “miscellaneous chaos” category), and in this episode we break down exactly how each played out — the hits, the misses, and the monster trends that shaped the…
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"Happy Thanksgiving (Yes, Even the Jerks)": Wisdom from Warren Buffett
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19:12The Oracle of Omaha is officially "going quiet." In a rare and deeply personal announcement, Warren Buffett published what appears to be his final press release to shareholders. This episode isn't about taxes, investing, or the latest market headlines. It's about how one of the most successful investors of all time is thinking about money, family, …
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The sluggish employment landscape explains why workers are now “job hugging,” rather than job hopping. The challenge is to fight the urge to hunker down and instead try to be proactive and focus on what you can control. That means raise your hand for any new opportunity at your company, update your LinkedIn profile/fire up your network, and conside…
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31: Ep 031 - India Fiscal – Flexibility & Credibility within the Framework
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10:08In this episode, we discuss India’s fiscal performance versus the FY26 budget estimates and explore the fiscal flexibility that could emerge from FY27 while staying credible under the new Debt-to-GDP framework. Join Sreejith Balasubramanian, Economist in the Fixed Income Fund Management team at Bandhan Mutual Fund, as he shares insights on fiscal c…
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#180 - Q&A edition...Social Security spousal and survivor benefits, finding an advisor who doesn't require investment management, how a decedent's income is taxed and MORE!
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56:05Listener Q&A where Andy talks about: Starting Social Security benefits early so your minor children can claim dependent benefits, and how the earnings test can come into play if you're still working ( 5:53 ) Social Security spousal benefits, and what happens when the lower earning spouse starts their own benefit early at a reduced amount, then late…
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This Year We're Thankful for Courage and Resistance
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35:58
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35:58Trump’s foreign policy can be summarized with one phrase: FUBAR. The administration’s commitment to Ukraine is laughable, and Trump’s politics are driving a potentially irreversible wedge between us and our closest allies. But if we can’t be thankful for the atrocious politics of our government, at least we can be thankful for the courage and resis…
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From Overwhelming to Oasis: Sensory-Smart Interiors with Stephanie Lee Jackson
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52:59In this episode of Secured Steps, Jeff Llewellyn sits down with Stephanie Lee Jackson, founder of Practical Sanctuary to explore how the spaces we live in can help — or hinder — our nervous systems. Stephanie designs sensory-smart interiors for families, caregivers, and individuals with special needs. Together, we talk about how intentional design …
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DSR Daily November 26: Witkoff/Russia Audio Leaks
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24:22On the DSR Daily for Wednesday, we discuss a leaked recording of Steve Witkoff, 20 states suing the administration over cuts to homeless housing funding, Trump backing Patel over reports on his potential ousting, and more. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy The DSR Network
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Roth vs Traditional 401(k): Pros, Cons, and How to Choose
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14:45In this episode of the Retirement Power Hour, Joe Allaria, CFP®, breaks down the key differences between Roth and Traditional retirement accounts so you can make smarter, more tax-efficient decisions with your savings. We’ll cover: 🔹 The real tax advantages of each account 🔹 Who should choose Roth vs who should choose Traditional 🔹 How your income …
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Real-Life Finance Podcast #13 | Maximizing Your Benefits
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39:31Send us a text Hosted by Old National Bank Financial Empowerment Director Ben Joergens, each Real-Life Finance episode focuses on everyday financial solutions that empower listeners to build the financial future they richly deserve. Old National Bank’s Chief People Officer, Carrie Ellspermann, shares practical and relatable insights to help you max…
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Let’s get in touch! Start the conversation here: http://thefinancialanswer.com Giving Tuesday (Dec 2, 2025) and year-end donations are right around the corner, making this the perfect time to revisit how generosity fits into your financial life. Nathan explains how to give intentionally, by balancing the heart behind your generosity with the smart …
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E283: What is a Roth Conversion (and How Do I Use It)?
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23:42A Roth conversion can be a powerful tool in your financial planning toolkit. But like most financial strategies, it's not right for everyone, and the timing matters considerably.By Michael Reynolds, CFP®
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Most people think financial planning is about calculators, spreadsheets, and strategies. But that’s only half the story. The truth is, your feelings about money can have just as much impact on your retirement as the numbers do. Today, we’re exploring the emotional side of planning. Important Links: Website: https://www.cpweldegroup.com/ Call: 610-3…
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The Daily Blast: Trump Erupts in Frantic Tirade over 2026 as GOP Slips into Fresh Panic
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23:50This week, the White House leaked plans to extend Affordable Care Act subsidies for some of the millions of people who stand to lose out from their expiration. But that’s on ice after Republicans declared it a nonstarter. That could hurt them in the midterms, and oddly, it comes as President Trump just exploded in a wild tirade about the elections.…
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Google vs. Nvidia: Is the AI Chip King Finally Under Threat?
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32:35Ed Elson is joined by Patrick Moorhead, CEO and Founder of Moor Insights & Strategy, to break down the news that Meta is in talks to spend billions on Google’s AI chips, and what that means for the broader AI race. Then, Santiago Roel Santos, founder and CEO of Inversion, joins the show to unpack Bitcoin’s recent slide and share his outlook for cry…
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What Thanksgiving Traditions Teach About Retirement
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21:32From the Macy’s parade to carving the turkey, Thanksgiving traditions can teach us a lot about what makes a great financial plan. Let’s match some of the most loved parts of the holiday with the money lessons they represent. Important Links: Website: https://www.estesfinancial.net/ Call: 817-444-8402…
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Our current asset allocation is 65% equities, 7% bonds, 28% cash/CDs, etc. My wife is concerned that we are taking on too much risk given our ages. Is she correct? Have a money question? Email us here…
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2027 Inheritance Tax & Pensions Shake Up: Everything You Need to Know
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1:15:25Key Topics Covered: 1. What Changes in April 2027 Unused pensions will count towards inheritance tax. Anything above the tax-free limit may be taxed at 40%. More families will be affected due to frozen allowances. 2. Executors, Lost Pensions and Hidden Traps New burdens and risks for executors who must locate and report all pensions. The scale of “…
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QLAC Use Cases and Planning: EDU #2548
1:12:49
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1:12:49Chris’s Summary Jim and I discuss QLAC use cases in the context of retirement income planning and how the Treasury Department designed these annuities to function. We walk through when someone might consider using one, how the absence of cash value affects planning decisions, differences among providers on turning income on early, the impact of mor…
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We're taking some time to highlight our best Gymsplain Episodes. Today Garrett and Jill talk all about the home-buying process. Jill has an insider's perspective as a mortgage broker, and Garrett recently bought a home! They discuss Garrett's experience and the lessons he learned that can be applied to anyone starting this process. Purchasing a hom…
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Words Matter: A Curmudgeon's Guide to What to Be Thankful For
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39:03As we approach Thanksgiving in our current political climate, Norm Ornstein and David Rothkopf ask - what is there to be thankful for? Donald Trump’s influence appears to be waning and Democratic leaders have started to push back on Republican policies in significant ways, yet there are many major challenges that remain. Tune in as Norm and David a…
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Lucretia Ryan, Top 10 Social Security Questions Answered
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1:04:06Tim Ranzetta talks to Lucretia Ryan, the founder of FinancialFreedomforwomen.org. She is a financial educator and writer focused on helping women make informed retirement and investment decisions without fees or commissions. Lucretia explains key Social Security concepts such as how benefits are earned based on contributions, the importance of choo…
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What Percentage of My Income Should Go Towards Retirement?
27:30
27:30
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27:30How much of your income should go toward retirement? In this week’s episode of The Market Moment, Eli Freeman, Isaac Johnson, and John Martfeld discuss one of the most common (and most confusing) personal finance questions: “What percentage of my income should I be saving for retirement?” The truth? There’s no one-size-fits-all answer. Your ideal s…
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Retirement has the potential to make up 1/3 of your life, so naturally your experience will change as you pass through its various phases. Nathan discusses how we evolve through the three phases of retirement, and what we can do to prepare ourselves for the journey. Also, on our MoneyTalk Moment in Financial History, Nathan and Steve tell the story…
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Year-end is a time to remind ourselves what’s important…like where our money is going, and whether we’re on track for our financial goals. Donna and Nathan go over some of the items on your year-end planning checklist, including auditing unused subscriptions, maxing out tax advantaged accounts, doing a Roth conversion assessment, and much more. Als…
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Continuing our holiday tradition, John and Glen welcome regular contributors Anne Legg and Lou Grilli to share thoughts on the happenings that made them grateful (Fintech and credit union-wise) over the past year. Includes takes on the GENIUS Act, shutdown relief, and the Napster Age of AI. Links related to this episode: Thrive Strategic Services- …
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"An Old-Fashioned Thanksgiving" by Louisa May Alcott
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40:00Today, in celebration of the American holiday "Thanksgiving Day," I want to share with you a recording of short story written by Louisa May Alcott, called "An Old-Fashioned Thanksgiving." The audio file has no commentary—it's merely an unabridged reading of the story—and is suitable for you to share with your children as a worthwhile story to enjoy…
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George Smith talks to Tom Hall about a run of giant ABS deals, and to Thomas Hopkins about whether changes to Solvency II will bring insurers flocking back to securitization.By George Smith, Tom Hall
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DSR Daily November 25: Comey and James Prosecutions DISMISSED
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21:28
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21:28On the DSR Daily for Tuesday, we discuss the dismissal of the cases against James Comey and Letitia James, Ukraine agreeing to a peace proposal, the Pentagon reviewing Senator Kelly over a video to troops, and more. Learn more about your ad choices. Visit megaphone.fm/adchoicesBy The DSR Network
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Money Talks | Tips for planning for retirement
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45:25
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45:25Money Talks is hosted by Dr Nancy Lottridge Anderson, President of New Perspectives. To email a question to the show, send it to [email protected]. In this episode, we share some planning tips for a successful retirement. If you enjoy listening to this podcast, please consider contributing to MPB. https://donate.mpbfoundation.org/mspb/podcast. Ho…
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UGMA, 529, HSA, RMD, and Inherited IRA Tax Bombs Defused - 557
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41:20Joe Anderson, CFP® and Big Al Clopine, CPA are defusing some confusing tax time bombs today on Your Money, Your Wealth® podcast number 557. George in Torrance wants to know the smartest way to deal with the giant UGMA account set up by his kids' grandparents. Suzanne in Detroit has a twist on the new 529 plan to Roth rollover rule. Homer and Marge …
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The Daily Blast: Raging Trump Spirals Further as Push to Jail Enemies Backfires Badly
21:44
21:44
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21:44This weekend, President Trump raged over a video from Democrats that warned against carrying out “illegal orders.” That led him to get his Defense Secretary to launch an investigation of one of those Democrats, Senator and former Navy captain Mark Kelly. But things kept spiraling downward for Trump when a judge tossed out his corrupt prosecutions o…
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Nasdaq Posts Best Day Since May as Fear & Greed Collide
34:51
34:51
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34:51Ed Elson is joined by Robert Armstrong, U.S. commentator for the Financial Times and author of the Unhedged newsletter, to unpack recent volatility in the markets. Then Kathryn Anne Edwards, Labor Economist and host of the Optimist Economy Podcast, returns to the show to dig into the September jobs report and what it tells us about the state of the…
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Retirement Curveballs: Navigating Layoffs and Medicare Changes
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12:26
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12:26What happens when layoffs or sudden changes threaten your retirement and health coverage? The Tumolo’s explore how job loss, market volatility, and shifting Medicare plans can impact your future. Learn why reviewing investment allocations, planning for special election periods, and understanding plan changes—like PPO to HMO—are crucial for protecti…
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I have a 10 year ARM and I'm wondering if I should refinance or ride it out a bit longer and hope that rates continue to come down? Have a money question? Email us here…
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Siliconsciousness: AI and Government: The Success Stories You Need to Hear About
36:48
36:48
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36:48The relationship between artificial intelligence and government has been a contentious one here in the US. Yet the same can’t be said for countries around the world. Many in the global south are embracing AI to supercharge their governance in ways that are leaving wealthier nations behind. Apolitical CEO Robyn Scott joins David Rothkopf to explore …
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